Asset Allocation Just Got Smarter

Smart Diversification®:
Trust Math, Not Opinions.

Smart Diversification is an algorithmic approach to asset allocation that moves beyond modern portfolio theory, giving you evidence-based guidance to actively shape your clients’ portfolios.

Markets spend a vast majority of their time declining and recovering, with very little time spent creating new wealth. What if you could change that?

With Smart Diversification, we aim to minimize decline and maximize growth by actively adjusting allocations according to market conditions.

How Does It Work?

Smart Diversification is centered around our proprietary portfolio models. We supplement these models with advisor education, client communications, and other tools, all updated regularly to help you better serve your clients.

Membership levels allow you to choose the tools that best fit your needs.

  • Investment Models

    Get direct access to our evidence-based portfolio models to build client portfolios.

  • Outlook

    Stay one step ahead with algorithmic investment outlooks and client-friendly talking points from Luken Investment Analytics.

  • Marketing Materials

    Strengthen client relationships and grow your business with our white-labeled resources.

  • Education

    Learn at your pace with videos, white papers, and webinars that dive deeper into Smart Diversification.

  • Dashboard

    Stay on top of the metrics that matter with our members-only dashboard.

  • Trends

    Grow as a thought leader for your clients with the latest insights from our team.

Choose Your Plan

Ready to trust math, not opinions? Choose the plan that’s right for you.

All plans start with a 30-day free trial!

  • Basic
  • Executive
  • Platinum

*$199/mo per advisor and up to $25M, then an additional +3 b.p. on assets over $25M paid annually

Need More Information?

Schedule a Demo